Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,467 | $138,075-91.7% | $123,552-90.7% | $135,379-91.5% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,955 | $5,152-62.0% | $4,628-57.7% | $4,779-59.1% |
| Participant deferral / active EE | $3,326 | $6,800-51.1% | $6,426-48.2% | $5,609-40.7% |
| Admin fee / account holder | $20 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |